Carl Cress
Carl Cress is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Roanoke, VA, with 24 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
2758 Electric Rd., Ste. B, Roanoke, VA, 24018
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Regulatory History (1)
Customer Dispute
January 2011Other Business ActivitiesSells Insurance
Carl is an advisory representative of a Registered Investment Advisor (RIA), dedicating full-time hours to this role. He also serves as an independent insurance agent for various independent insurance companies, spends minimal time on this, and owns/manages rental properties and serves on various boards.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.